RLBBX
Price
$37.78
Change
+$0.15 (+0.40%)
Updated
Sep 8 closing price
Net Assets
259.11B
SVBCX
Price
$31.29
Change
+$0.12 (+0.38%)
Updated
Sep 8 closing price
Net Assets
6.08B
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RLBBX vs SVBCX

Header iconRLBBX vs SVBCX Comparison
Open Charts RLBBX vs SVBCXBanner chart's image
American Funds American Balanced R2
Price$37.78
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
JHancock Balanced C
Price$31.29
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets6.08B
RLBBX vs SVBCX Comparison Chart in %
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RLBBX vs. SVBCX commentary
Sep 09, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RLBBX is a Buy and SVBCX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 259B vs. SVBCX (6.08B). RLBBX pays higher dividends than SVBCX: RLBBX (1.15) vs SVBCX (0.89). RLBBX was incepted earlier than SVBCX: RLBBX (23 years) vs SVBCX (26 years). SVBCX (1.74) is less costly to investors than RLBBX (1.32). SVBCX is a more actively managed with annual turnover of: 67.00 vs. RLBBX (44.00). RLBBX has a lower initial minimum investment than SVBCX: RLBBX (250) vs SVBCX (1000). RLBBX annual gain was more profitable for investors over the last year : 10.88 vs. SVBCX (10.23). SVBCX return over 5 years is better than : 39.33 vs. RLBBX (36.32).
RLBBXSVBCXRLBBX / SVBCX
Total Expense Ratio1.321.7376%
Annual Report Gross Expense Ratio1.321.7476%
Fund Existence23 years26 years-
Gain YTD11.2379.622117%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets259B6.08B4,260%
Annual Yield % from dividends1.150.89130%
Returns for 1 year10.8810.23106%
Returns for 3 years34.5140.5985%
Returns for 5 years36.3239.3392%
Returns for 10 years68.9183.2883%
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